See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,009 | $102,604-6.4% | $86,188+11.4% | $139,434-31.1% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | -23.62% | 1922.51%-1946.1pp | 1168.45%-1192.1pp | 372.94%-396.6pp |
| Employer contribution / active EE | $748 | $3,032-75.3% | $2,380-68.6% | $4,751-84.3% |
| Participant deferral / active EE | $965 | $4,676-79.4% | $3,985-75.8% | $6,710-85.6% |
| Admin fee / account holder | $245 | $8,657-97.2% | $6,852-96.4% | $11,403-97.9% |